Approximate Asset Allocation
For current and past asset allocations, see Articles.
- 80% stocks
- 10% real estate
- 6% cash
- 4% other
Stocks are mostly tech with the largest positions listed below.
Other stocks include index-adjacent such as $VEA, $VTI, $IVV, $QQQ, and $BRKB. All stocks are self-managed except a bit at Saber Capital and another place.
I do not do angel investing, VC, or crypto.
Stocks
These are my largest holdings:
Company
Year
Thesis
Cloudflare
2020
Edge compute and TAM expansion
2005
Early AdWords customer
Amazon
2002
Early retail customer
Real Estate Holdings
I’m a minority but significant investor in a few real estate deals.
Property
Notes
Hotel
Durango, CO
15-room boutique
Motel
Durango, CO
40-room downtown
Land
Montana
Commercial development
Industrial
New Jersey
Cold storage facility
Industrial
Montana
Warehouse
Houses
Various
Single-family homes via SFR3
Real estate assets are conservatively valued at my basis. Many numbers rounded down.
For current and past asset allocations, see Articles.